Executive Summary
Ford's $19.5 billion EV write-down represents a strategic retreat to profitability rather than technological surrender. The company discontinued the fully electric F-150 Lightning while pivoting to hybrid variants, pushing EV division profitability targets from 2026 to 2029. This decision reflects operational reality over market narrative: Ford generates $11.90B in free cash flow and beats earnings estimates consistently, while pure EV players like Rivian burn cash at -61.3% profit margins. The ...
Key Investment Opportunity
Ford's Hybrid Transition Strategy
Ford's pivot to profitable hybrids while maintaining EV optionality leverages manufacturing flexibility and addresses current battery technology limitations
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